Reduce Your Tax Obligations!

11/02/2022 8 min
Reduce Your Tax Obligations!

Listen "Reduce Your Tax Obligations!"

Episode Synopsis

According to a new Vanguard report, the average 401(k) earned just over 15% last year.  So, how did yours do?  Hear what Kevin thinks is a reasonable expectation for us to have when it comes to the performance of our retirement accounts? Required Minimum Distributions are back this year.  If you’re subject to them, you might want to start thinking about that.  But even if you’re not there yet, Morningstar’s Christine Benz says it might pay to start considering your options. Hear Kevin explain some of those strategies and how he helps clients reduce their tax obligations!   See omnystudio.com/listener for privacy information.